Senior Administrator Rosebank, Gauteng

6 days ago


Rosebank, South Africa PSG Konsult Ltd. Full time

**Designation**:

Senior Administrator | Rosebank, Gauteng

**Category**:

Administration and Operations

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Financial Services

**Posted on**:

25 Jun 2024

**Reference Number**:

POS37871

**Closing date**:

09 Jul 2024

**Position Type**:

Permanent

**Location**:

Rosebank

**Overview**:
**VACANCY | SENIOR ADMINISTRATOR | ROSEBANK, GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
PSG has an exciting opportunity for a Senior Administrator at PSG Wealth Rosebank office who will be responsible for the administration of wealth client’s portfolio’s, office processes and to assist the wealth manager.

**Responsibilities**:

- Pro-active administration of client accounts and fast efficient processing of new investments and business.
- Direct relationship with clients in managing their investment affairs optimally and reporting and servicing.
- Management and support of Junior staff members.
- Ensure the applicable advisor/s maintain high compliance levels and report where standards are not met.
- Ensure clients reviews are conducted according to SLA’s and duly documented as such. Pro-active approach to getting review statistics correct and setting up meetings with clients.
- E-reviews of selected clients
- Updating of client data on myPractice, including accuracy of life products prior to reviews
- Generate an accurate PFR from myPractice for all clients.
- Efficient clients take on process for new potential investors.
- Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
- Assist with efficient co-ordination and planning of client functions.
- Potential future management/ leadership role of team.
- General office management

**Minimum requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- 2-6 years relevant work experience within the financial Services industry
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English and at least one other of the official South African languages,
- Computer literacy (MS Office)

**Competencies required**:

- Self-driven and vision for efficiencies
- Confidence in work abilities
- Pro-active and results driven, willing to work overtime where required when urgent transactions pending.
- Good communication skills (written & verbal)
- Natural administration and system skills
- Interpersonal skills
- Good administration skills
- Planning and organising skills
- Good time management skills
- Resilient with a good level of stress tolerance
- Team Player
- Client service driven

**How to apply**:



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